Landmark Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History

Landmark Wealth Management, LLC

$235 Million
Q2 2025

A detailed history of Landmark Wealth Management, LLC transactions in Schwab Strategic U.S. Reit ETF stock. As of the latest transaction made, Landmark Wealth Management, LLC holds 84,102 shares of SCHH stock, worth $1.75 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares

84,102

Previous 83,121 1.18%

Holding current value

$1.75 Million

Previous $1.79 Million 0.45%

% of portfolio

0.76%

Previous 0.79%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$18.94 - $21.67 $18,580 - $21,258	981 Added 1.18%	84,102 $1.78 Million
Q1 2025 May 02, 2025	BUY	$20.2 - $22.24 $42,581 - $46,881	2,108 Added 2.6%	83,121 $1.79 Million
Q4 2024 Jan 22, 2025	BUY	$20.55 - $23.26 $55,217 - $62,499	2,687 Added 3.43%	81,013 $1.71 Million
Q3 2024 Oct 30, 2024	BUY	$19.78 - $23.53 $1.55 Million - $1.84 Million	78,326 New	78,326 $1.82 Million
Q1 2024 Apr 24, 2024	BUY	$19.39 - $20.93 $24,140 - $26,057	1,245 Added 1.55%	81,505 $1.66 Million
Q4 2023 Jan 22, 2024	BUY	$16.76 - $20.95 $68,799 - $85,999	4,105 Added 5.39%	80,260 $1.66 Million
Q3 2023 Oct 13, 2023	BUY	$17.52 - $20.27 $1.33 Million - $1.54 Million	76,155 New	76,155 $1.35 Million
Q1 2023 Apr 17, 2023	BUY	$18.01 - $21.78 $257,993 - $311,998	14,325 Added 25.54%	70,417 $1.37 Million
Q4 2022 Jan 20, 2023	BUY	$17.68 - $20.46 $66,618 - $77,093	3,768 Added 7.2%	56,092 $1.08 Million
Q3 2022 Oct 24, 2022	BUY	$18.45 - $23.6 $965,377 - $1.23 Million	52,324 New	52,324 $978,000
Q2 2022 Jul 21, 2022	SELL	$20.18 - $25.97 $1.19 Million - $1.54 Million	-59,155 Closed	0 $0
Q1 2022 Apr 26, 2022	BUY	$22.75 - $26.16 $690,940 - $794,505	30,371 Added 105.51%	59,155 $0
Q4 2021 Jan 27, 2022	BUY	$22.99 - $26.35 $661,744 - $758,458	28,784 New	28,784 $2,000

Others Institutions Holding SCHH

# of Institutions

571

Shares Held

177M

Call Options Held

59.3K

Put Options Held

15.1K

View Full List

About SCHWAB STRATEGIC U.S. REIT ETF

Ticker SCHH
Sector ETFs
Industry ETFs

More about SCHH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Landmark Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Landmark Wealth Management, LLC with notifications on news.

Account

Landmark Wealth Management, LLC Schwab Strategic U.S. Reit ETF Transaction History